IntegrationsEntera CRMlevvy
Entera CRM + levvy

Connect Entera CRM and levvy to Build Intelligent Automations

Choose a Trigger

Entera CRM

When this happens...

Choose an Action

levvy

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Enable Integrations or automations with these events of Entera CRM and levvy

Enable Integrations or automations with these events of Entera CRM and levvy

Actions

Add New Contact

Add New Contact

Creates a new contact in Entera CRM.

Create Organization

Create Organization

creation of new organizations within the system.

Create Lead

Create Lead

This endpoint allows you to add a new lead to the system.

Create Deal

Create Deal

This endpoint allows you to add a new contact to the system.

Request a new Action for Entera CRM

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Frequently Asked Questions

How do I start an integration between Entera CRM and levvy?

To start, connect both your Entera CRM and levvy accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in levvy (or vice versa).

Can we customize how data from Entera CRM is recorded in levvy?

Absolutely. You can customize how Entera CRM data is recorded in levvy. This includes choosing which data fields go into which fields of levvy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Entera CRM and levvy?

The data sync between Entera CRM and levvy typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Entera CRM to levvy?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Entera CRM and levvy?

Yes, you can set conditional logic to control the flow of data between Entera CRM and levvy. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Entera CRM

About Entera CRM

Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.

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levvy

About levvy

Levvy is a next generation operating system for financial services firms.

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